Zoho Books is an online accounting software designed for growing businesses to manage their finances, automate business workflows, and stay tax compliant. Whether you're sending invoices, tracking expenses, reconciling bank accounts, or generating financial reports — Zoho Books simplifies your accounting process with powerful yet easy-to-use tools.
Create and send professional invoices in seconds.
Customize templates and set up recurring invoices.
Convert estimates into invoices easily.
Record and categorize expenses automatically.
Attach receipts and track reimbursements.
Link expenses to projects or customers.
Connect your bank account for automatic statement imports.
Reconcile transactions quickly and accurately.
Detect mismatches and duplicate entries.
Generate 50+ standard reports (P&L, Balance Sheet, Cash Flow, etc.).
Customize reports and schedule email delivery.
Gain insights into business performance.
File GST returns directly through the portal.
Generate GSTR-1, GSTR-3B, and other statutory reports.
Automate tax calculations and stay audit-ready.
Automate reminders for payments and expenses.
Set custom workflows for approvals, notifications, and record updates.
Zoho Books is available on iOS and Android. Using the app, you can:
Create invoices, record expenses, and track time.
Scan receipts and attach them to transactions.
View real-time business reports from anywhere.
Zoho Books integrates with:
Zoho CRM – Sync contacts and sales info.
Zoho Inventory – Manage stock, purchases, and orders.
Payment Gateways – Razorpay, Stripe, PayPal, etc.
Zoho Desk – View customer invoices directly from support tickets.
This short video will walk you through Zoho Books’ core features.